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Episode Title:🇺🇸Change the Face of Wealth Management🇺🇸
Kicking off the💵 ℙ𝕠𝕨𝕖𝕣𝕗𝕦𝕝 𝕎𝕠𝕞𝕖𝕟 𝕚𝕟 𝕎𝕒𝕝𝕝𝕤𝕥𝕣𝕖𝕖𝕥 & 𝕄𝕠𝕟𝕖𝕪💵 series is the formidable Lisa Cregan, the recently retired (January 2025) Morgan Stanley executive with over four decades of leadership at Morgan Stanley and UBS.
In this insightful conversation, Lisa shares her perspective on wealth management, the evolving brokerage landscape, and why she’s now focused on guiding a select group into the industry through her foundation Climb Pause Lift . Having spent much of her early career in this role, she knows firsthand why it’s a natural fit.
As Regional Director, she was the firm’s only female leader in that position for nearly a decade, showing resilience and vision in a highly competitive field. Beyond finance, she’s an accomplished author, board member, and speaker.
Lisa is a Trustee Emerita of the Women’s Sports Foundation, she continues to champion equitable opportunities, guided by her “mindfully fearless” philosophy.
Topics Covered:
◽️Mechanics & Future of Wealth Management
◽️High Performance Teams
◽️Stockbrokers to Financial Advisors
◽️Perfect Mix of Female Athletic Discipline to Wealth Management
◽️Sheconomy
◽️Focus on Asset Management
◽️Gen Z in the Business
◽️Operatives and Leaders
◽️Talent Development
◽️Climb Pause Lift - Lisa's Foundation
So download⏳grab a cup of Bird & Blend Tea Co. - Little Miss Sunshine Tea ☕️& have a listen🛋
Episode Sponsored by
◽️Accxia - 𝔼𝕦𝕣𝕠𝕡𝕖'𝕤 𝕃𝕒𝕣𝕘𝕖𝕤𝕥 ℙ𝕣𝕚𝕧𝕒𝕥𝕖 ℂ𝕝𝕠𝕦𝕕 𝕗𝕠𝕣 𝔸𝕥𝕝𝕒𝕤𝕤𝕚𝕒𝕟
In Partnership with
◽️Money 2020 Europe - Heads Talk Discount code HDT200
ABOUT THE HOST
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To learn more about the work Lisa is going and to join click the link here.
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